II. Limited to specific Business Units, Entities or Departments
I. Across all Employee: The Employee Group toggle is turned on by default, indicating that the rules are applicable to all employees
II. Limited to specific Business Units, Entities or Departments:
i. Employee Group: Turn off toggle so the rule is no longer applicable to all employees (no action needed, move to Step 3).
![Untitled](<https://s3-us-west-2.amazonaws.com/secure.notion-static.com/b31b85e7-4a87-4093-bac0-e8afd2b3ca25/Untitled.png>) ii. Add Employee Parameter*: Select the Department/Entity/Business Unit for which the rule applies, and click on ‘Add More’ to specify the specific unit/entity within the department. Example: If the policy is meant for only the Sales department, select Department, and Sales (under Add More). * Note: Employee parameters are displayed only once the users are mapped to each department during user create. ![Untitled](<https://s3-us-west-2.amazonaws.com/secure.notion-static.com/75375a49-094e-4ae5-9874-a86b393d2132/Untitled.png>)
Prerequisite: To be able to select approvers here, you will need to first add approvers against users on the “user” section (want to know how to add approvers? Click here)
Click on ‘Create Rule’ and then you will be redirected to approval flow page.
Here, you can choose to assign the priority to the rule. Rule on Priority 1 will be validated first and approve flow will follow in the assigned priority order
Example: If all Jack’s expenses need to be approved by Adam (Reporting Manager), and Lisa (Finance Manager) if exceeding 1,000 USD:
Ensure Adam and Lisa are mapped as approvers 1 and 2 in Jack’s User Profile
Setup rule for Adam’s Approval: Select Approver sequence -1, and priority -1
Setup rule for Lisa’s Approval; Select Min Amount: 1000, Max Amount: 999999, Approver Sequence -2, and priority- 2.
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